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JET WEALTH ADVISORS
CRD 333645File 801-135319
APPROVED
Retail clients
Filing as of Jun 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$546.5M
Above cohort median (national)
Discretionary AUM
$541.5M
Non-discretionary $5.0M
Clients
556
952 accounts
Employees
8
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Feb 23, 2026
- Principal office
- 4275 EXECUTIVE SQUARE DRIVE, SUITE 1030, LA JOLLA, CA, 92037
- Phone
- 858-457-1003
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $546.5M
- Discretionary AUM
- $541.5M
- Non-discretionary AUM
- $5.0M
- Discretionary accounts
- 945
- Non-discretionary accounts
- 7
- Total accounts
- 952
- AUM per client
- $983K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $7.9M |
| High net worth individuals | 10 | $139.0M |
| Pension and profit sharing plans | 46 | $48.4M |
| Individuals (other than high net worth individuals) | 487 | $351.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.